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| − | ==About the Advanced Tab-OnePager Express== | + | ==Overview== |
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| − | 1) The '''Advanced''' tab controls various '''other properties''' of the chart and looks like this: | + | 1) OnePager Express has the capability to manually '''re-order''' the '''Time Axis Levels''' shown in the chart very easily. |
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| − | <center>[[File:P70-21_13_1-70-(1)-10312019.png]]</center>
| + | 2) The '''Time Axis Re-Ordering''' capability is available in the '''Template Properties''' and '''Chart Properties''' form's '''Time Axis''' tab's '''Top, Middle, and Bottom''' sub-tabs. |
| − | <center><P70-21_13_1-70-(1)-10312019.png.png> - Replace with Express Screenshot</center>
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| − | 2) The '''Advanced''' tab shown above has several control groups that generally group controls by functional area.
| + | ===Re-Ordering Example=== |
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| − | 3) Each of these control groups and their sub-controls groups are covered in the sub-sections that follow. | + | 3) Given the chart below where the '''Top''', '''Middle''', and '''Bottom Time Axis Levels '''in Year, Quarter, and Month are ordered from '''top''' to '''bottom''', you can '''exchange '''the '''Middle Level''' with the '''Top Level''' by clicking the '''up arrow '''in the '''Re-Order Levels''' control group in the '''Chart Properties ''' form shown below: |
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| − | ==Display Options==
| + | <center>[[File:X70-22_3_6-70-(1)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(1)-11182020.png></center> |
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| − | 1) The '''Display Options''' group contains a number of checkboxes for making '''On/Off''' choices governing features in the '''Chart Editor''', '''various thresholds''', and '''input/output options'''.
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| − | ===Show Hover Boxes Checkbox===
| + | 4) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here: |
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| − | 2) The '''Show hover boxes'''checkbox controls the display of detailed information about each task/milestone shape when the mouse cursor '''hovers''' over it. | + | <center>[[File:X70-22_3_6-70-(2)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(12)-11182020.png></center> |
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| − | 3) This information includes the '''Start/Finish dates''', the '''task/milestone name''', and the '''Unique-ID''' of the task from the Microsoft Excel '''source plan'''.
| + | 5) This is a useful shortcut when you want to make the '''exchange''' quickly without going through the process of manually accessing each '''Time Axis Levels '''involved and manually changing the '''Tic unit '''and '''Label format '''setting in each '''Time Axis Level''' participating in the '''exchange'''. |
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| − | 4) An example is shown below.
| + | ==Re-Ordering Time Axis Levels == |
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| − | <center>[[File:P61-21_13_1-61-(2)-11112018.png]]</center>
| + | ===Top and Bottom Time Axis Displays in the Chart=== |
| − | <center><P61-21_13_1-61-(2)-11112018.png> - Replace with Express Screenshot</center>
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| − | ===Select Associated Text Checkbox===
| + | 1) The chart can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the chart. |
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| − | 5) OnePager 7.0 provides the '''Select associated text''' checkbox control for you to change the response that a left-click on a task shape allowing a single click on the task shape to select '''both the task shape and its corresponding text label'''.
| + | 2) This is controlled in the '''Chart Properties '''form at the '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Formatting & Layout '''control group as shown below: |
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| − | 6) The '''Select associated text''' checkbox is also found in the '''Template ''' form’s '''Advanced '''tab in the '''Display options''' control group as shown below for the '''Chart Properties''' form:
| + | <center>[[File:X70-22_3_6-70-(3)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(3)-11182020.png></center> |
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| − | <center>[[File:P70-0_4_2_3-70-(11)-06122019.png]]</center>
| + | 3) Identical controls for '''Time Axis Location''' are provided in the '''Template Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab. |
| − | <center>P70-0_4_2_3-70-(11)-06122019.png - Replace with Express Screenshot</center>
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| − | 7) If you mouse over this checkbox the following '''tool tip''' appears: '''When the task/milestone shape is selected, also select all text associated with the shape, including the task name, dates, and percent complete labels'''. As with all '''tool tips''' they are provided to assist you in determining what the control basically does.
| + | 4) If the '''Time Axis '''is being '''located''' at both the '''top''' and '''bottom''' of the chart, OnePager Express performs the '''exchange '''automatically for both '''Time Axis '''displays. |
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| − | 8) As an example, the illustration below is a chart portion where there was a left-click on the task shape only when the '''Select associated text''' checkbox is checked '''Off'''.
| + | 5) The chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart: |
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| − | <center>[[File:P70-0_4_2_3-70-(12)-06122019.png]]</center> | + | <center>[[File:X70-22_3_6-70-(4)-11182020.png]]</center> |
| − | <center>P70-0_4_2_3-70-(12)-06122019.png - Replace with Express Screenshot</center> | + | <center><X70-22_3_6-70-(4)-11182020.png></center> |
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| − | 9) Left-clicking the task shape '''only''' selects the task shape as shown above.
| + | 6) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above look like this''':''' |
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| − | 10) When the task shape is selected in the above example, only the '''Icons''' on the '''Home '''tool bar tab that are applicable to '''editing''' task shapes are '''enabled'''. The '''enabled''' control groups are: '''Editing''', '''Settings''', '''Font''', and '''Format'''.
| + | <center>[[File:X70-22_3_6-70-(5)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(5)-11182020.png></center> |
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| − | 11) Even with the '''Select associated text''' checkbox checked '''Off''', left-clicks on the task shape still allow you to change '''Font properties''' but not '''text label position'''.
| + | 7) Comparing the two illustrations above it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' are '''exchanged'''. |
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| − | 12) You can change '''text label alignment''' if the '''text label '''is configured such that '''text label alignment '''changes are available.
| + | ===Floating Time Axis Displays and Re-Ordering=== |
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| − | 13) However, in the situation described above, where one or more task shapes are left-clicked with the '''Select associated text '''checkbox checked '''Off''', you can '''right-click''' on any of the selected task shape, access its normal '''context menu''', and use all the commands in the '''context menu '''as well as all the tabs available in the '''Change Task/Milestone Properties '''form accessed from the '''Format…''' command in the '''context menu'''.
| + | 8) If '''Floating Time Axes '''are '''located''' within the chart and the '''Floating Time Axis Levels''' are consistent with the '''Time Axis Level exchange '''being performed, OnePager Express makes appropriate '''exchanges '''for the '''Floating Time Axes''' as well. |
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| − | 14) Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''tool bar tab as shown below:
| + | 9) Using the example above, three '''Floating Time Axes '''can be easily added to the original chart display. |
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| − | <center>[[File:P70-0_4_2_3-70-(13)-06122019.png]]</center>
| + | 10) For illustrative purposes the '''Floating Time Axes '''added to the chart are in '''Top Level '''to '''Bottom Level '''order although the '''Floating Time Axis '''order in the chart is immaterial to the example. |
| − | <center>P70-0_4_2_3-70-(13)-06122019.png - Replace with Express Screenshot</center>
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| − | 15) To complete the example, the illustration below is a chart portion where the '''Select associated text''' checkbox is checked '''On''', and the task shape is selected with a left-click:
| + | 11) The sample chart looks like this: |
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| − | <center>[[File:P70-0_4_2_3-70-(14)-06122019.png]]</center> | + | <center>[[File:X70-22_3_6-70-(6-1)-11182020.png]]</center> |
| − | <center>P70-0_4_2_3-70-(14)-06122019.png - Replace with Express Screenshot</center> | + | <center><X70-22_3_6-70-(6-1)-11182020.png></center> |
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| − | 16) With the '''Select associated text''' checkbox''' '''checked '''On''', a left-click on the task shape selects the task shape '''and''' its '''text label''' as shown above.
| + | 12) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to again '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above with the '''Floating Time Axes '''look like this: |
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| − | 17) When the task shape and '''text label '''are selected in the above example, '''ALL''' '''Icons''' on the '''Home '''tool bar tab that are applicable to '''editing''' task shapes and '''text labels''' are '''enabled'''.
| + | <center>[[File:X70-22_3_6-70-(7-1)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(7-1)-11182020.png></center> |
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| − | 18) The applicable control groups are: '''Editing''', '''Settings''', '''Font''', '''Format''', and '''Position'''.
| + | 13) Comparing the pair of illustrations above with the '''Floating Time Axes''', it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' and '''Floating Time Axis Levels '''are '''exchanged'''. |
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| − | 19) The '''Alignment''' control group is only '''enabled''' if there is an option available to '''re-align''' the '''text label''' or '''text labels''' for selected items.
| + | 14) For more information on the '''Floating Time Axis''', please see the article at: [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70 |
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| − | 20) Essentially, checking the '''Select associated text''' checkbox '''On''' makes the OnePager 7.0 behavior relative to left-clicking of task shapes or '''text labels''' operate the same as left-clicking only the task shape in previous versions of OnePager.
| + | 15) Where the '''Floating Time Axes located''' in the chart do not correspond exactly to those '''Time Axis Levels located '''in the '''Top''' and/or''' Bottom Time Axis locations''', OnePager Express performs the '''Time Axis Level exchange''' if the '''Floating Time Axis '''has at least one of the corresponding '''Time Axis Levels''' as illustrated below. |
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| − | 21) You can '''right-click '''on either the task shape or '''text label''' in this situation and the appropriate '''context menu '''is accessed and all associated commands operate as documented including gaining access to the '''Change Task/Milestone Properties '''form.
| + | 16) Suppose the '''Time Axes '''and '''Floating Time Axes '''are configured and '''located '''as shown below where the '''Floating Time Axes '''consist only of Quarters and Months: |
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| − | 22) OnePager 7.0, regardless of the status of the '''Select associated text''' status of checked '''On''' or checked '''Off''', permits you to '''right-click '''on any previously selected task shape or '''text label''' and accesses any of the '''context menu '''commands.
| + | <center>[[File:X70-22_3_6-70-(8)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(8)-11182020.png></center> |
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| − | ===Format With Times Checkbox===
| + | 17) Performing the '''Time Axis Level re-ordering''' used in the previous examples (i.e., '''Exchanging '''the '''Top Time Axis Level '''with the '''Middle Time Axis Level'''), produces this result in the chart: |
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| − | 23) When the '''Format with times'''checkbox is checked '''On''', the '''snapshot dates''' are displayed with a '''time of day component'''.
| + | <center>[[File:X70-22_3_6-70-(9)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(9)-11182020.png></center> |
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| − | 24) '''Snapshot dates''' that differ by their '''time of day component''' are considered different '''snapshot dates.'''
| + | 18) The result above is that the '''Floating Time Axis Top Level '''is '''exchanged '''with the '''Floating Time Axis Middle Level''' as expected. |
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| − | :a) For example, June 5, 2019 becomes '''June 5, 2019 5:23 PM''' and is a different '''snapshot date''' than '''June 5, 2019 6:00 PM'''. - Replace with Express Screenshot
| + | 19) However, since only the '''Middle '''and '''Bottom Floating Time Axes''' were inserted into the chart, the '''exchange''' only shows the Year replacing the Quarters in the '''Floating Time Axis location'''. |
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| − | :b) Note that this setting no longer controls the '''format of the dates''' on the tasks and milestone shapes.
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| − | :c) Below is an example of the '''Select Snapshot''' form displaying the '''date format with time''':
| + | 20) Since there can be several single or sets of '''Floating Time Axes located''' in the chart, '''exchanges''' of '''Levels''' are consistent depending on the '''Levels''' incorporated into the displayed '''Floating Time Axes'''. |
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| − | <center>[[File:P61-21_13_1-61-(3)-11112018.png]]</center>
| + | 21) For more information on the '''Floating Time Axis''', please see the article at: [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70 |
| − | <center><P61-21_13_1-61-(3)-11112018.png> - Replace with Express Screenshot</center>
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| − | 25) When the '''Show time cursor'''checkbox is checked '''On''', the vertical '''time-cursor line''' is '''shown''' as shown here:
| + | ==Other Related Features== |
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| − | <center>[[File:P61-21_13_1-61-(4)-11112018.png]]</center>
| + | ===Re-Ordering Time Axis Levels in the Template Form=== |
| − | <center><P61-21_13_1-61-(4)-11112018.png> - Replace with Express Screenshot</center>
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| − | :a) Checking the '''Show time cursor''' checkbox '''Off''', '''hides''' the vertical '''time-cursor line'''.
| + | 1) The '''Re-Order Levels''' control group shown in the '''Chart Properties '''form examples above is also available in the '''Template Properties '''form at the '''Time Axis '''tab’s '''Top''', '''Middle''', and '''Bottom Time Axis Levels''': |
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| − | :b) There is also a checkbox in the OnePager Pro '''View''' ribbon in the '''Graphic Elements''' group called '''Time Cursor''' that causes the vertical '''time-cursor line''' to be '''shown''' when the checkbox is checked '''On''' as shown below: | + | <center>[[File:X70-22_3_6-70-(10)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(10)-11182020.png></center> |
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| − | <center>[[File:P70-21_13_1-70-(5)-10312019.png]]</center>
| + | 2) Making '''exchanges''' in the '''Template Properties '''form applies these '''exchanges''' to any '''Chart Properties '''and chart created with the modified '''Template Properties '''form. |
| − | <center><P70-21_13_1-70-(5)-10312019.png>v</center>
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| − | ===Allow Absorption Checkbox===
| + | 3) It is important to remember when making '''edits''' to the '''Template Properties '''form that the form must be '''saved''' before it can be used successfully to create a chart and/or snapshots with the '''Template Properties '''form’s '''edits applied'''. |
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| − | 26) When the '''Allow absorption''' checkbox is checked '''On''', you can '''drag''' one task onto another task and be prompted to '''absorb''' the former into the latter.
| + | 4) For more information on the '''Template Properties '''form, please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70 |
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| − | 27) When the checkbox is checked '''Off''', this process does not take place and one task dragged over another is displayed as two separate tasks superimposed.
| + | ===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms=== |
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| − | 28) For more information on '''Absorbed Tasks''' please see the article at: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]]. 17.0.1-70
| + | 5) Conversely, if any '''Chart Properties '''form with '''exchanged Time Axis Levels '''is made into a '''Template Properties '''form and '''saved''', subsequent use of the '''saved''' '''Template Properties '''form utilizes the '''exchanged Time Axis Levels '''in charts and snapshots produced under the modified '''Template Properties '''form. |
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| − | ===Show Absorbed Dates Checkbox===
| + | <center>[[File:X70-22_3_6-70-(11)-11182020.png]]</center> |
| | + | <center><X70-22_3_6-70-(11)-11182020.png></center> |
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| − | 29) When the '''Show absorbed dates''' checkbox is checked '''ON''' OnePager Express '''creates''' a '''Comment box''' associated with the '''absorbed task''' connected to the task '''absorbing''' the '''absorbed''' task and provides you the option of specifying the '''date''' displayed in the '''Comment box''' as shown below:
| + | 6) For more information on '''Making a template from a chart''', please see this section in the article at: [[Managing the Current Template for Version 7.0#Making a Template from a Chart | Managing the Current Template - Making a Template from a Chart]]. 24.6.1-70 |
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| − | <center>[[File:P61-21_13_1-61-(6)-11112018.png]]</center>
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| − | <center><P61-21_13_1-61-(6)-11112018.png> - Replace with Express Screenshot</center>
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| − | :a) The illustration above show the result of '''absorbing''' the first task where a '''Comment box''' is displayed connected to the '''absorbing task'''.
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| − | :b) Also shown in the illustration above is a second task in the process of being '''absorbed where the '''Absorption Options''' form is shown. Making a selection from the radio buttons and clicking '''OK''' creates the second '''Comment box'''.
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| − | :c) You have the option to display the '''At end date''', '''At start date''', or '''At both start and end date'''.
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| − | 30) For more information please see the article at this link: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]]. 17.0.1-70
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| − | ===Copy Edits To All Snapshots Checkbox===
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| − | 31) The '''Copy edits to all snapshots (CTAS)''' checkbox is a '''toggle switch''' that turns '''On''' and '''Off''' the propagation of '''Maverick''' changes to '''all snapshots''' (turned '''ON''') or to keep '''maverick''' changes to tasks/milestones in the '''current snapshot''' (turned '''OFF''').
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| − | 32) This checkbox affects '''editing''' of these task/milestone shape properties: (1) '''Color''', (2) '''Shape''', (2) '''Fill Pattern''', (3) '''Border''', (4) '''Text Font''', (5) '''Task/milestone height''', (6) '''Task Links'''
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| − | 33) For more information on how '''CTAS''' applies to the new '''Task Links''' feature in OnePager Pro, please see the section at: [[Data-Driven Task Links for OnePager Express for Version 7.0#Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links | Data-Driven Task Links for OnePager Express - Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links]]. 19.1.1.2-70
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| − | ===Clip Task/Milestone Labels at Graph Edges Checkbox===
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| − | 34) When the '''Clip task/milestone labels at graph edges''' checkbox is checked '''On''', OnePager Pro '''clips''' all task/milestone '''labels''' that extend '''over the edge of the graph''' so that the '''labels''' no longer extend over the '''graph boundaries'''.
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| − | :a) The chart below shows how OnePager Express handles task/milestone '''labels''' that extend into the displayed '''Row/Swimlane label''' area when the checkbox is checked '''On''':
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| − | <center>[[File:P61-21_13_1-61-(7)-11112018.png]]</center>
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| − | <center><P61-21_13_1-61-(7)-11112018.png> - Replace with Express Screenshot</center>
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| − | :b) Here is the same chart with the checkbox checked '''Off''':
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| − | <center>[[File:P61-21_13_1-61-(8)-11112018.png]]</center>
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| − | <center><P61-21_13_1-61-(8)-11112018.png> - Replace with Express Screenshot</center>
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| − | ===Overlay VST Elements Checkbox===
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| − | 35) When the '''Overlay VST elements'''checkbox is checked '''On''' during the construction of a Virtual Summary Task ('''VST''') with milestone shapes, the milestone shapes are displayed on top of the created '''VST''' bar.
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| − | 36) An example is provided below:
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| − | <center>[[File:P61-21_13_1-61-(9)-11112018.png]]</center>
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| − | <center><P61-21_13_1-61-(9)-11112018.png> - Replace with Express Screenshot</center>
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| − | 37) See the article at this link for more information: [[Creating and Managing Virtual Summary Tasks for Version 7.0 | Creating and Managing Virtual Summary Tasks]]. 18.0.1-70
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| − | ===Lock Background Checkbox===
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| − | 38) When the '''Lock background''' checkbox is checked '''On''', all '''Background shapes''' are '''frozen'''.
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| − | :a) This includes these elements: '''images, swimlane titles, graph title, and time axis annotation'''.
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| − | :b) Clicking any of these elements with the mouse no longer selects them, so it becomes easier to select tasks and milestone shapes with the selection '''lasso'''.
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| − | ==Task/Milestone Threshold==
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| − | 1) This numeric window controls whether '''short duration tasks''' are displayed as task bars or as milestone symbols.
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| − | 2) The unit of measure is '''task bar duration in number of days'''.
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| − | 3) With the setting shown in the '''Chart Properties''' form at the top of this article of two (2) days, any task in the chart that is '''less than two (2) days duration''' is displayed as a milestone symbol.
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| − | 4) Therefore, one day tasks are displayed as milestones symbols with the default settings of two (2) days.
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| − | 5) Since no duration can be less than zero (0), setting the parameter to zero (0) turns '''Off''' all conversion of tasks into milestones symbols, which means that you can see task bars with very small width, which makes them very hard to see and to select.
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| − | ==Warn If Import Exceeds==
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| − | 1) This checkbox tells OnePager to provide '''a warning message''' if the number of task/milestone shapes imported '''exceeds the quantity set in the adjacent window'''.
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| − | 2) Recall that OnePager has the capability to make '''multiple pages of output''' both vertically and horizontally.
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| − | 3) The warning message example below is configured so that it can issue the warning if more than 10 tasks were imported.
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| − | <center>[[File:P61-21_13_1-61-(10)-11112018.png]]</center>
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| − | <center><P61-21_13_1-61-(10)-11112018.png> - Replace with Express Screenshot</center>
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| − | ==Warn Of Merging Tasks==
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| − | 1) The checkbox shown in the '''Advanced''' tab at the beginning of this article is accompanied by a '''Warning options''' button.
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| − | 2) When this checkbox is checked '''On''', the '''Warning options''' button is '''enabled'''.
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| − | 3) Clicking the '''Warning options''' button accesses the '''Set warning thresholds''' form shown below:
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| − | <center>[[File:P61-21_13_1-61-(11)-11112018.png]]</center>
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| − | <center><P61-21_13_1-61-(11)-11112018.png> - Replace with Express Screenshot</center>
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| − | 4) This form allows you to set your own '''parameters''' for when you wish to be warned if too many extra tasks are being '''merged''' or too many tasks are '''missing'''.
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| − | 5) Setting these percentages to '''100%''' has the impact of turning the fixes and warning '''Off'''.
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| − | 6) Setting the percentages to '''0%''' provides an assurance that any extra or missing tasks triggers the fixes and warnings.
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| − | 7) When this checkbox is checked '''On''', OnePager Express looks to see if too many newly introduced task/milestone shapes are being '''imported''' when '''updating a snapshot''' or if too many tasks are '''missing''' per the '''thresholds''' set in the form above.
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| − | | + | |
| − | 8) After making the calculation, OnePager Express provides '''a warning message''' asking if you want to proceed with the update of the '''snapshot''' or not.
| + | |
| − | | + | |
| − | 9) Additionally, the warning message also give you access to the '''See Extra and Missing Tasks''' form so you can make a fix if desired.
| + | |
| − | | + | |
| − | 10) The warning message example below was configured so that it issues the warning if more than 45 percent of the tasks differ from those of the current chart.
| + | |
| − | | + | |
| − | <center>[[File:P61-21_13_1-61-(12)-11112018.png]]</center>
| + | |
| − | <center><P61-21_13_1-61-(12)-11112018.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 11) For more information on how to make fixes to these situations please go to this article: [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Express | Merging the Wrong Tasks into a Chart - OnePager Express]]. 7.12.1-70
| + | |
| − | | + | |
| − | ==Merge Tasks On Snapshot Replacement==
| + | |
| − | | + | |
| − | 1) The '''Merge tasks on snapshot replacement''' checkbox is '''enabled''' so that it can be used from the '''Chart Properties''' form as well as the '''Template''' form.
| + | |
| − | | + | |
| − | 2) This control is '''enabled''' in the '''Template''' form's '''Advanced''' tab.
| + | |
| − | | + | |
| − | 3) To avoid confusing OnePager Express when '''importing''' additional Microsoft Excel '''source plans''' during the '''Replace''' operation, it is necessary for this feature to be '''On''' and functioning.
| + | |
| − | | + | |
| − | 4) The reason for this is that the tasks being '''imported''' from the second Microsoft Excel '''source plan''' in the '''Replace''' function have the same '''Unique ID''' or '''Task ID''' numbers as the tasks from the first Microsoft Excel '''source plan'''.
| + | |
| − | | + | |
| − | 5) OnePager Excel can be fooled into thinking that these are the same tasks (coming in from the second Microsoft Excel '''source plan''') are from the first Microsoft Excel '''source plan''' when they are clearly not.
| + | |
| − | | + | |
| − | 6) Having the '''Merge tasks on snapshot replacement''' checkbox checked '''On''' in the '''Template''' form's '''Advanced''' tab avoids confusing the identity of replacement tasks in the '''Replace snapshot''' function.
| + | |
| − | | + | |
| − | <!--==Reset Unique Ids On Update==
| + | |
| − | | + | |
| − | 1) The '''Reset unique ids on update''' checkbox is '''disabled''' so that you see that it is there. This feature can be '''enabled''' as a last resort under the situation where you are attempting to merge Microsoft Project '''source plans''' from different physical files into a single '''source plan''' where the Microsoft Project '''Unique IDs''' do not match.
| + | |
| − | | + | |
| − | 2) Contact OnePager '''Support''' for information on how to use this rarely-used feature: [[Getting Support and Contacting Chronicle Graphics for Version 7.0 | Getting Support and Contacting Chronicle Graphics]]. 30.0.1-70
| + | |
| − | | + | |
| − | 3) Please see the article at: [[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] 21.15.1-70 for more details on selecting alternate '''Unique ID''' fields for this purpose.
| + | |
| − | | + | |
| − | 4) For additional help please go to the following link to the OnePager '''Frequently Asked Questions''' page: [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
| + | |
| − | | + | |
| − | 5) If you encounter difficulties, contact our '''Support Team''' at [https://www.onepager.com/support/ticket.php support ticket], by [mailto:support@onepager.com e-mailing us], or by calling '''+1.303.779.0344'''.-->
| + | |
| − | | + | |
| − | ==Task Representation==
| + | |
| − | | + | |
| − | 1) The '''Task representation''' control group consists of three radio buttons as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(6)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(6)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 2) These radio buttons let you select how a task is represented: as a task by a '''Gantt bar/Task bar''' or by a '''Milestone at the start or end date''' of the task.
| + | |
| − | | + | |
| − | ===Gantt Bar/Task Bar Radio Button===
| + | |
| − | | + | |
| − | 3) Below is an example of a portion of a chart with tasks represented as '''Gantt bars/Task bars''':
| + | |
| − | | + | |
| − | <center>[[File:P61-21_13_1-61-(13)-11112018.png]]</center>
| + | |
| − | <center><P61-21_13_1-61-(13)-11112018.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | ===Milestone At Start Radio Button===
| + | |
| − | | + | |
| − | 4) If the '''Milestone at start''' radio button is clicked '''On''' and the tab's '''OK''' or '''Apply''' button is clicked, the portion of the chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P61-21_13_1-61-(14)-11112018.png]]</center>
| + | |
| − | <center><P61-21_13_1-61-(14)-11112018.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | ===Milestone At End Radio Button===
| + | |
| − | | + | |
| − | 5) If the '''Milestones at end''' radio button is clicked '''On''' and the tab's '''OK''' or '''Apply''' button is clicked, the portion of the chart in the above illustration changes to look like this:
| + | |
| − | | + | |
| − | <center>[[File:P61-21_13_1-61-(15)-11112018.png]]</center>
| + | |
| − | <center><P61-21_13_1-61-(15)-11112018.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 6) Making the selection in the '''Chart Properties''' form changes all tasks in the chart to the selected option.
| + | |
| − | | + | |
| − | 7) You can individually '''maverick''' a task/milestone shape by selecting it with a right-click and use the '''Format ...''' Command in the '''Context Menu''' to access the '''Change task/milestone properties''' form to change the shape at the '''Format''' tab.
| + | |
| − | | + | |
| − | ==Default Snapshot Date==
| + | |
| − | | + | |
| − | 1) The '''Default Snapshot Date''' control group consists of four radio buttons as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(7)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(7)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 2) OnePager establishes the default '''date of the snapshot''' based upon '''data imported''' from the Microsoft Project '''source plan'''.
| + | |
| − | | + | |
| − | 3) You can, of course, change the '''snapshot date''' to a value different from the '''default date''' in the '''OnePager Choices''' form.
| + | |
| − | | + | |
| − | 4) In this control group you have four (4) options for setting the basis for the '''default snapshot date''' that is used for all snapshots created for this chart:
| + | |
| − | | + | |
| − | ===Last-Modified Date Radio Button===
| + | |
| − | | + | |
| − | 5) This is the date that the Microsoft Excel '''source plan''' file was '''last modified'''.
| + | |
| − | | + | |
| − | ===Current Date Radio Button===
| + | |
| − | | + | |
| − | 6) This date is the '''date when you '''imported''' the data from your Microsoft Excel '''source plan''' into OnePager to create the '''snapshot'''.
| + | |
| − | | + | |
| − | ===Sheet Name (Then Last Modified) Radio Button===
| + | |
| − | | + | |
| − | 7) This is the name of the '''Sheet name tab''' in the Microsoft Excel '''source plan'''.
| + | |
| − | | + | |
| − | 8) If there is no value for the '''Sheet name tab''' in the Microsoft Excel '''source plan''', OnePager Express uses the '''Last-Modified date''' for the '''source plan's''' file.
| + | |
| − | | + | |
| − | ===Sheet Name (Then Current) Radio Button===
| + | |
| − | | + | |
| − | 9) This is the name of the '''Sheet name tab''' in the Microsoft Excel '''source plan'''.
| + | |
| − | | + | |
| − | 10) If there is no value for the '''Sheet name tab''' in the Microsoft Excel '''source plan''', OnePager Express uses the '''current date'''.
| + | |
| − | | + | |
| − | ==Row hiding options==
| + | |
| − | | + | |
| − | 1) The controls in this group govern the operation of '''automatic hiding''' (cropping) of rows. Access to the '''Row Hiding Options''' form is by clicking the '''Row hiding options''' button in the '''Chart Properties''' form's '''Advanced''' tab as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(8)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(8)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 2) When the '''Row hiding options''' button is clicked, the '''Row Hiding Options''' form shown below appears providing you with four (4) options to select:
| + | |
| − | | + | |
| − | <center>[[File:P61-21_13_1-61-(18)-11112018.png]]</center>
| + | |
| − | <center><P61-21_13_1-61-(18)-11112018.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | ===Look At Current Snapshot Only Checkbox===
| + | |
| − | | + | |
| − | 3) When this checkbox is checked '''On''', OnePager Express only examines the '''current snapshot''' when deciding which rows are empty.
| + | |
| − | | + | |
| − | 4) When this checkbox is '''Off''', OnePager Express considers a '''row empty''' only if it is unoccupied across '''all snapshots'''.
| + | |
| − | | + | |
| − | 5) In either case, the '''auto-row hiding''' action hides rows in '''all snapshots'''.
| + | |
| − | | + | |
| − | ===Hide Newly-Empty Rows On Import Checkbox===
| + | |
| − | | + | |
| − | 6) When this checkbox is checked '''On''', OnePager Express '''automatically hides''' any rows that becomes empty because tasks are missing when you '''UPDATE''' a chart. | + | |
| − | | + | |
| − | 7) When this checkbox is '''OFF''', OnePager Express leaves any empty rows that became empty because of such missing tasks.
| + | |
| − | | + | |
| − | ===Unhide Rows for Flagged Tasks/Milestones Checkbox===
| + | |
| − | | + | |
| − | 8) When this checkbox is checked '''On''', OnePager Express '''automatically unhides''' hidden rows if they contain any of the tasks/milestones that are '''flagged''' for import on the '''current snapshot'''.
| + | |
| − | | + | |
| − | 9) If the checkbox is '''Off''', OnePager Express continues to hide previously hidden rows.
| + | |
| − | | + | |
| − | ===Hide Rows When Tasks Are Outside Date Range Checkbox===
| + | |
| − | | + | |
| − | 10) When this option is selected, OnePager Express '''automatically hides''' any empty rows where tasks and/or milestone shapes are '''outside''' the '''Start date''' and '''End date''' established for the chart.
| + | |
| − | | + | |
| − | 11) The '''Start date''' and '''End date''' settings are either generated by OnePager Express based upon the range of dates provided from the '''source packet''', set in the '''Chart Properties''' form '''Time Axis''' tab's '''Calendar''' sub-tab, or set in the OnePager Express '''View''' ribbon tab in the '''Dates''' control group.
| + | |
| − | | + | |
| − | ===Accessing the Where's My Stuff?! Form===
| + | |
| − | | + | |
| − | 12) When tasks and their respective rows are '''hidden''' and subsequently cropped, the '''Where’s My Stuff?!''' form can be accessed from the OnePager Express ribbon’s '''Home''' tab in the '''Editing''' group and shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(9-1)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(9-1)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 13) For more information on the '''Where's My Stuff?!''' feature please see the article at: [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]]. 9.4.1-70
| + | |
| − | | + | |
| − | ==Server Method Selection==
| + | |
| − | | + | |
| − | 1) The '''Server method''' dropdown on the '''Advanced''' tab for '''OnePager Pro Add-in''' application lets you specify whether to use Microsoft Project Professional to read data from Microsoft Project Server/Online '''source plans''' or to directly read your project data from the server.
| + | |
| − | | + | |
| − | 2) Using Microsoft Project Professional to read the data is recommended because it makes more '''local custom fields''' available to you.
| + | |
| − | | + | |
| − | 3) For example the numbered baseline fields (Baseline 1 Start, etc.) are generally not available when you ask OnePager Pro to read the data directly from the server but are available when you let Microsoft Project do the reading for OnePager Pro.
| + | |
| − | | + | |
| − | 4) This option is only available in '''OnePager Pro Add-in''' and not for the '''OnePager Pro Desktop''' application.
| + | |
| − | | + | |
| − | 5) To make your selection click on the dropdown and click your choice as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(10)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(10)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 6) For more information please go to this article: [[Using OnePager Pro with Server Resident Project Plans for Version 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]]. 8.5.1-70
| + | |
| − | | + | |
| − | ==Clipboard Format==
| + | |
| − | | + | |
| − | 1) The default '''clipboard format''' is '''Vector EMF (Enhanced Meta File)'''.
| + | |
| − | | + | |
| − | 2) Essentially, this format is vector output with capabilities to retain high quality resolution when moving from the chart '''snapshot''' to Microsoft PowerPoint, Word, Excel, or email messages.
| + | |
| − | | + | |
| − | 3) Although the default option is '''EMF format''', you can change the default to the alternative option of '''Image PNG''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(11)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(11)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | ==Image file DPI==
| + | |
| − | | + | |
| − | 1) This control provides the capability for you to select between three '''DPI''' settings when '''outputting images''' from OnePager Pro 7.0 to other media.
| + | |
| − | | + | |
| − | 2) The selection options are '''96 DPI''', '''200 DPI''', and '''300 DPI''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_13_1-70-(12)-10312019.png]]</center>
| + | |
| − | <center><P70-21_13_1-70-(12)-10312019.png> - Replace with Express Screenshot</center>
| + | |
| − | | + | |
| − | 3) For more information on '''image outputs''' from OnePager Pro 7.0, please the articles at: [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] 23.0.1-70 and specifically the section at: [[Sharing Charts for Version 7.0 (Portal)#Sharing an Image | Sharing an Image]]. 23.2.1-70
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] 17.0.1-70 | + | [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] 22.3.10-70 |
| | | | |
| − | [[Data-Driven Task Links for OnePager Pro for Version 7.0 | Data-Driven Task Links for OnePager Pro]] 19.1.1.1-70 | + | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70 |
| | | | |
| − | [[Creating and Managing Virtual Summary Tasks for Version 7.0 | Creating and Managing Virtual Summary Tasks]] 18.0.1-70 | + | [[Managing the Current Template for Version 7.0 | Managing the Current Template]] 24.6.1-70 |
| | | | |
| − | [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Pro | Merging the Wrong Tasks into a Chart - OnePager Pro]] 7.11.1-70
| + | (22.3.6-70) |
| − | | + | |
| − | [[Getting Support and Contacting Chronicle Graphics for Version 7.0 | Getting Support and Contacting Chronicle Graphics]] 30.0.1-70
| + | |
| − | | + | |
| − | [[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] 21.15.1-70
| + | |
| − | | + | |
| − | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] 9.4.1-70
| + | |
| − | | + | |
| − | [[Using OnePager Pro with Server Resident Project Plans for Version 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] 8.5.1-70
| + | |
| − | | + | |
| − | [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] 23.0.1-70
| + | |
| − | | + | |
| − | [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] 23.2.1-70
| + | |
| − | | + | |
| − | [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
| + | |
| − | | + | |
| − | (21.14.1-70) | + | |
| | | | |
| | [[Category:Version 7.0]] | | [[Category:Version 7.0]] |
| | + | [[Category:OnePager Express]] |
| | [[Category:Editing the Chart]] | | [[Category:Editing the Chart]] |
| − | [[Category:Task/Milestone Editing]] | + | [[Category:Charts]] |
| − | [[Category:Task/Milestone Decorations]] | + | [[Category:Time Axis]] |
| − | [[Category:Time Cursor]] | + | [[Category:Time Axis Tab]] |
| − | [[Category:Absorbing/Unabsorbing]] | + | [[Category:Floating Time Axis]] |
| − | [[Category:Labels]]
| + | |
| − | [[Category:Backgrounds, Images, and Logos]]
| + | |
| − | [[Category:Sharing Output]]
| + | |
| − | [[Category:Virtual Summary Tasks]]
| + | |
| − | [[Category:Row Stripes]]
| + | |
| − | [[Category:Swimlane Stripes]]
| + | |
| | [[Category:Color Palettes]] | | [[Category:Color Palettes]] |
| − | [[Category:Hover Box]]
| |
| − | [[Category:Time Axis]]
| |
| − | [[Category:Importing]]
| |
| − | [[Category:Row/Swimlane Borders]]
| |
| − | [[Category:Hiding Rows]]
| |
| − | [[Category:Clip]]
| |
| − | [[Category:Unique ID]]
| |
| − | [[Category:Where's My Stuff?!]]
| |
| − | [[Category:Ribbon]]
| |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Charts]] | + | [[Category:Template]] |
| − | [[Category:Templates]]
| + | [[Category:Chart Properties]] |
| − | [[Category:Chart Properties Form]] | + | |
| − | [[Category:OnePager Express]]
| + | |
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